The EF Data section will only apply to our Drake and Crosslink users. This section will display the client’s EF Data that has been imported into ATOM.
ALL DATA IN THIS SECTION IS IMPORTED FROM YOUR TAX SOFTWARE.
Note: If you do not use Drake or Crosslink, we recommend turning this section “off” by going to Admin > Core Configuration > Security Configuration > Security Group Permissions and uncheck Allow EF Data Viewing and Allow EF Data Import for all Security Groups.
EF Database #
Save – This button primarily works with the Do Not E-File and the note field tied to that setting. Clicking it will save those settings.
Drake/Crosslink EF Data Individual Import – This button will take you to the EF Data Individual Import screen where you can initiate the EF import process for the client.
Links – This button contains URLs for Federal 1040 and 1040x Refund Status check. Also contains a link to check the State refund status.
Note: The State refund link is set up in Admin > Core Configuration > Sites.
Do Not E-File – Checkbox that, when checked, displays a note field where you can type notes pertaining to why the client didn’t E-File. Use the Save button to save your notes. The bottom of the note field will timestamp the last user that saved a note.
Column Descriptions #
View – The View button will affect what data is shown in the E-File Status section below. View will display that form’s EF data.
Form – Displays the name of the filed form.
Fed. Ack. Date – Displays the date the form was accepted.
Fed. Ack. Code – Displays the Federal Acknowledgement Code.
• “A” means accepted
• “P” means pending
• “S” means sent
• “R” means rejected
Note: The State and City forms will always display as “P” in the Fed. Ack. Code column.
State Code – Displays the abbreviation of the State for the State return.
State Ack. Code – Displays the State Acknowledgement Code.
• “A” accepted
• “P” pending
• “R” rejected
Fed. Refund Mthd./Projected Date* – Displays the projected Federal Refund date for the return.
Note: State and City forms will always display No Refund Due in this column.
St. Refund Mthd. – Displays the refund method for State and City returns.
Note: Federal forms will always display No Refund Due in this column.
City Code – Displays the abbreviation of the city for the city return.
City Ack. Code – Displays the acknowledgement code for the city return.
E-File Status #
The E-File Status section has 3 areas: Federal, State, and City EF Data information.
Federal #
Preparer – Displays the name of the tax preparer.
EFIN # / Office – Displays the EFIN # that the return was filed under.
Ack Code – Displays the Fed Ack code for the return. The icon will display the names and meaning of the codes.
Extension Only – Displays an “X” when an extension was filed and accepted.
Ack Date – The date that Federal return was accepted.
Transaction Date – Date from tax software that references the transaction date (often the same date as the Acknowledgement).
Filing Status – Displays the filing status of the client. The will display the filing statuses and their meaning.
Refund Amount – If the client is receiving a refund, this will display the amount.
Balance Due – If the client owes money to the IRS, this will display the amount.
Adjusted Gross Income – Displays the adjusted gross income of the client.
Tax Payer Name – Displays the name of the taxpayer.Tax Payer SSN – Displays the SSN of the taxpayer.
State #
State Code – Displays the state’s abbreviation.
State Ack Code – Displays the acknowledgement code from the state return.
State Ack Date – The date the return was accepted.
State Filing Status – Displays the filing status of the taxpayer.
State Ref – If the client has a state refund, the amount will display here.State Balance Due – If the client owes the State, the amount will display here.
City #
City Code – Displays the city’s abbreviation.
City Ack Code – Displays the acknowledgement code form the city return.
City Ack Date – The date the city return was accepted.
City Ref – If the client has a city refund, the amount will display here.City Balance Due – If the client owes the city, the amount will display here.
Refund Transfer Information #
If the client is doing a refund transfer, this section will contain that data.
Refund Check(s) Table #
• Check 1,2,3,4 – Displays check(s) client will receive
• Check Status – Status of check
• Check # – Check number
• Check Prior # – Prior check number if reissued
• Check Date – Date issued
• Check Clear Date – Date cleared
• Check Amount – Amount issued
Bank Information #
• Bank Name – Bank issuing check
• Tax Preparation Fee – Fee charged
• Amount Paid – Total client paid
• Date Paid – Date fee paid
• RAL Decline Reason – Link to decline code and meaning
Note: RAL Decline Reason setup can be found in Admin > Category Types > Rejection Codes & RAL Decline Configuration.
Federal Loan/Refund Information #
• Federal Loan/Refund Amount
• Amount Paid on Loan/Refund
• Date Loan/Refund issued
State Loan/Refund Information #
• State Loan/Refund Amount
• Amount Paid on Loan/Refund
• Date Loan/Refund issued
Rejection Information #
If your client’s return is rejected, this section will display the rejection code.
• Rejection Code 1,2,3 – Displays code(s) tied to rejection
Note: Rejection code setup can be found in Admin > Category Types > Rejection Codes & RAL Decline Configuration.